Ownership history in Wealth Dimensions Group, Ltd. Β· 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in ISHARES TR (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wealth Dimensions Group, Ltd. outperformed the S&P 500 by +1.6% annually on this IWF position. Timing score: 56% (10/18 decisions correct). Average cost basis: $225.31. Maximum drawdown during holding period: β30.8%.
β
Outperformed SPY on this position by 1.6% ann.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $206.24 (2022 Q3) Β· Worst: $423.39 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 9 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.74% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size